Professional client reports with AI executive summaries, branded PDFs, and automated delivery. Show every client exactly what you've done for them — without spending hours in spreadsheets.
From data collection to PDF delivery — your AI builds, brands, and sends reports while you focus on client work.
No copying data between tools. No formatting in Google Docs. Your AI does the entire workflow end to end.
Every client is different. Pick the modules that matter for each account — from SEO rankings to lead tracking to review monitoring.
Eight pre-built report templates cover the most common use cases. Add or remove sections, change the schedule, and brand each one differently.
Manual reporting, white-label tools, or one AI that does it all.
The number one reason clients churn is they don't understand what you're doing for them. Automated reports fix that. Client Reporting is included in Growth Engine ($199/mo) and Full Stack ($399/mo) plans.
Each report includes an AI-written executive summary in plain English, followed by modular sections you select: keyword rankings, local SEO positions, review stats, website health scores, content performance, competitor comparison, and a next-steps action list. Reports are branded with your logo and color scheme, and can be delivered as a shareable link or a PDF email attachment.
Reports can be shared three ways: a public shareable link (no login required for the client), a PDF emailed directly to the client from your branded domain, or both. Delivery schedules run weekly or monthly — your agent compiles the data, writes the narrative, and sends automatically without your involvement.
Yes — the reporting system is designed for agencies managing multiple clients. Each report uses your agency's logo, colors, and sender name. Clients see your branding, not Done For You Hub's. The Growth Engine plan and above include white-label reporting for unlimited client sub-accounts.
Generated reports are stored indefinitely in your account and in Cloudflare R2 storage. Each report is an immutable snapshot — it captures the exact data at the time it was generated, so you have a permanent historical record of your client's progress month over month. You can delete individual reports if needed.
Last updated: June 2026
Stop spending hours on manual reports. Your AI builds, brands, and delivers professional client reports automatically. You focus on the work that grows their business.
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